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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Traverse City, MI HQ: Traverse City, MI

Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory

$11.4B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($1.02B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Equity, Private Credit, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
25
5 Open Source Trails Below
Sum of Disclosed Rows
$1.02B
Total AUM: $11.4B
Median Disclosed Amount
$34.0M
Range: $24.0M – $73.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Equity Alliance Fund II, L.P.Adviser 7.B Vehicle Venture Capital 2025
$43.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BC Partners XIIAdviser 7.B Vehicle Buyout 2025
$31.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Eurazeo Capital VAdviser 7.B Vehicle Buyout 2025
$25.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Equitable Prosperity Fund I LPAdviser 7.B Vehicle Venture Capital 2023
$52.2M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Energy Spectrum Partners IXAdviser 7.B Vehicle Buyout 2023
$51.5M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory (OCIO / Wealth RIA, $11.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.5% vs. 15.3% Actual; $250.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$113M–$213M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 17.5% vs 15.3% actual on $11.4B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-06

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory

587 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory (24 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 12 Shared Vehicles

Greenbrier Deerfield Valley Kingsley Mutual & Casualty Insurance General Account

Insurance Company Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Equitable Prosperity Fund I LP (2023 Vintage)
Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory: $52.2M · SEC Form ADV 7.B
Greenbrier Deerfield Valley Kingsley Mutual & Casualty Insurance General Account: $93.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Energy Spectrum Partners IX (2023 Vintage) · Equip Opportunities Fund, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Santiago de Compostela Galicia XesGalicia Sovereign Investment Fund Haverford Sovereign Strategic Investment Fund

Sovereign Wealth Fund Latin America & Emerging Markets
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Energy Spectrum Partners IX (2023 Vintage)
Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory: $51.5M · SEC Form ADV 7.B
Santiago de Compostela Galicia XesGalicia Sovereign Investment Fund Haverford Sovereign Strategic Investment Fund: $51.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Equitable Prosperity Fund I LP (2023 Vintage) · Equip Opportunities Fund, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Fond du Lac Door County Worthington Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Equip Opportunities Fund, L.P. (2023 Vintage)
Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory: $51.0M · SEC Form ADV 7.B
Fond du Lac Door County Worthington Private Markets Primary & GP Seeder Fund-of-Funds: $107.2M · SEC Form ADV 7.B

Additional shared vehicles: Equitable Prosperity Fund I LP (2023 Vintage) · Energy Spectrum Partners IX (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+584 Additional Institutional LPs Report Shared Vehicles with Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory

You are viewing 5 open public preview records (out of 25 total tracked records for Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (587 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory

Buyout LPs →Venture Capital LPs →Private Equity LPs →Private Credit LPs →Growth Equity LPs →

Frequently Asked Questions: Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory

What type of institutional allocator is Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory and what is their typical disclosed ticket size?

Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Traverse City, MI; Headquarters: Traverse City, MI). Across 25 historical disclosure records tracked on Prilago ($1.02B total parsed USD across disclosed rows), the median disclosed amount is $34.0M (range: $24.0M to $73.4M).

Which private-market strategies appear in Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory's public disclosures?

Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory has disclosed records across Buyout, Venture Capital, Private Equity, Private Credit, Growth Equity. Open preview records include Equity Alliance Fund II, L.P. (2025 Vintage), BC Partners XII (2025 Vintage), Eurazeo Capital V (2025 Vintage), Equitable Prosperity Fund I LP (2023 Vintage).

How are Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory's historical records substantiated and separated from active searches on Prilago?

Records for Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/charlevoix-conestoga-pembroke-institutional-outsourced-cio-and-wealth-advisory or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory?

In Prilago's bilateral commitment graph, Charlevoix Conestoga Pembroke Institutional Outsourced CIO & Wealth Advisory shares resolved underlying fund vehicles with 587 institutional LPs across 24 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Greenbrier Deerfield Valley Kingsley Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. Equitable Prosperity Fund I LP (2023 Vintage)), Santiago de Compostela Galicia XesGalicia Sovereign Investment Fund Haverford Sovereign Strategic Investment Fund (11 shared vehicles, e.g. Energy Spectrum Partners IX (2023 Vintage)), Fond du Lac Door County Worthington Private Markets Primary & GP Seeder Fund-of-Funds (11 shared vehicles, e.g. Equip Opportunities Fund, L.P. (2023 Vintage)).

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